Sunbelt Securities’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
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|
2025
Q1 | $80.3K | Sell |
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|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $768K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $508K | Hold |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $320K | Buy |
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